Key Takeaways o The stock market rally has been driven by a narrow group of stocks in 2023. o Narrow leadership can persist for a while and be painful for investors with diversified portfolios as trends in markets shift over time. o Investors should be mindful of what...
Today we are thrilled to be joined by Merrell Bailey, a seasoned estate attorney, CPA, and MBA, who sheds light on the importance of estate planning and asset protection for everyone, not just the wealthy. In part one of this two-part series, she highlights the...
Key Takeaways o Many investors today are worried about a recession. o For investors with longer time horizons, investing during a recession is almost unavoidable. o The good thing is that for long-term investors staying invested matters more than a recession....
In this week’s episode, we’re taking a look at a recent study conducted by an expert at MIT that focuses on longevity planning. Our discussion will revolve around the evolving landscape of retirement planning, influenced by longer life spans, and highlight...
We are so excited to have Lee Pancake join us on the show today. Lee is the General Manager at Tim’s Wine Market and he also teaches wine courses at Slate Wine & Spirits Academy. We love to host fun and educational events for our clients, so we thought it...
